Stay Connected Email notifications are here, so you can stay up to date with what’s happening in your finances. Apple Wallet Add your Wellthplan experience to Apple Wallet for quick, convenient access. Talk to Benjamin You can now chat with Benjamin using voice mode for a more natural way to get financial guidance. A Better Chat Experience We’ve also made improvements throughout chat to make conversations faster, clearer, and easier to use.

Improvements & Fixes We’ve improved the forgot password flow and made a number of bug fixes and performance improvements throughout the app for a smoother experience.

Easier, more secure access Face ID, improved password recovery, and new app sharing make Wellthplan easier and more convenient to use. We’ve also made a number of smaller UX improvements and fixes throughout the app for a smoother experience.

Security Updates We’ve made improvements behind the scenes to keep your financial information safer and more secure.

Wellthplan 2.0 We improved Wellthplan to help you answer one simple question at a glance: how am I doing this month? • The Gauge — your new home screen. Income in, spending out, and what's left as Safe to Spend. One dial, zero spreadsheets. • Needs vs. Wants — budgeting, simplified. Every transaction sorts itself into Needs and Wants automatically. Disagree? Flip it with a swipe. • Meet Benjamin — Finn has a new name and a new brain. Same judgment-free money guidance, now smarter. • Widgets — put the Gauge on your home screen and know where you stand without opening the app. Plus a refreshed design, faster performance, and dozens of smaller improvements throughout. Questions or feedback? We'd love to hear from you at support@wellthplan.com.

What’s New We’ve added a few highly requested features to give you more control and visibility over your finances: • Push Notifications — Stay on top of what matters with timely updates and reminders. • Manual Accounts — Add accounts with custom balances to track everything in one place. • Manual Transactions — Create your own transactions for complete flexibility and accuracy. • Exclude Transactions from Plan — Fine-tune your budgeting by excluding specific transactions from plan calculations. As always, we’ve made improvements under the hood to keep things running smoothly.

We’ve made behind-the-scenes improvements to enhance stability, performance, and overall experience. This update includes minor fixes and refinements to keep things running smoothly.